For companies using Microsoft Dynamics 365 Business Central, managing timesheets efficiently is crucial. Gorilla Expense streamlines this process by enabling the export of approved timesheets directly into Dynamics 365 BC as Purchase Orders, eliminating manual data entry and reducing errors.
Once a timesheet has received all necessary approvals, the export process into Microsoft Dynamics 365 BC is simple. Here’s how it works:
Step 1: Log in to Gorilla Expense and go to the Integration menu.
Step 2: Click on Export Timesheet to access all eligible timesheets.
Step 3: Apply filters as needed:
Status → Select “Manager Approved – All Levels”
Company → Choose the relevant entity if managing multiple.
Step 4: Review key details for each entry — including employee name, timesheet ID, hours worked, and cost center.
Step 5: Select the timesheet(s) and click “Send to ERP & Update Status.”
Step 6: A green confirmation will appear once the export is successful.
The selected timesheets are now automatically converted into Purchase Orders within Dynamics 365 Business Central — no duplicate entry, no manual follow-up. With Gorilla Expense, every approved entry is just a few clicks away from becoming a fully mapped Purchase Order inside your ERP.
Ready to simplify your ERP workflow? Click here to know more.
Adding to its advanced features, Gorilla Expense introduces the “Enriched Vendor Feature”, an AI-driven automation that standardizes vendor data identifies variations and aliases, and links them to unique identifiers.
This feature streamlines processes related to vendor management and seamlessly integrates with your expense reporting and invoice systems. It enhances the expense management process by providing deeper insights and capabilities related to vendor interactions and transactions. It also consolidates vendor spending across multiple platforms like expense reporting, credit cards, and ERP.
Through this blog let us explore the Enriched Vendor Feature in detail.
This feature entails the following characteristics:
Vendor Information Standardization: Standardize vendor information text-matching or natural language processing techniques, to identify and consolidate vendor data using AI algorithms. For instance, it appears to recognize variations like “American Airlines, Inc.,” “American Air,” and “American Air” as referring to the same vendor, which is “American Airlines.”
Matching to BC Vendor ID: Associate the standardized vendor name with a unique identifier, such as, “BC Vendor ID 9999 – American Air.” This association helps in tracking and managing vendor information efficiently with Business Central.
Expense Reporting Integration: When a user creates and submits an expense report in Gorilla Expense, the feature can identify expenses related to the vendor, such as “American Airlines,” and associate them with the standardized vendor name and ID as maintained in Business Central.
Streamlining Purchase Invoice Process: The feature extends to the purchase invoice screen in a system like “Business Central”. When the approved expense reports get exported to Business Central as Purchase Invoice, the integration will populate “Vendor 9999” (referring to “American Airlines”) in a custom field on the invoice line. The same field gets auto-populated on the invoice lines when a Purchase Invoice is created manually within Business Central. A consolidated vendor spend report can be then run which reads this field and reports spending by vendor more accurately.
Be it advanced analytics, seamless integrations, or enhanced customization, the Enriched Vendor Feature translates into enhanced efficiency, informed decision-making, and improved customer experiences.
Unlock a new era of possibilities and advancements in expense management with Gorilla Expense. Spend less time on manual tasks and let the AI-powered vendor management help your team get the most value from the vendors.
Learn more about our 30+ best-in-class features that help make expense management a smooth and hassle-free experience here.
Leave behind the hassle of managing expenses for multiple customers, jobs, and tasks. With Gorilla Expense’s Code to Job feature, get the flexibility of managing the customers and their respective jobs/projects.
When you log in, you will get the relevant job options mapped to the customer on the ‘Add New Expense’ screen. The system automatically displays the corresponding job tasks when you select a job or project, and you can map multiple job tasks to a single job or project.
Jump on the link here to understand the Code to Job feature in detail.
Gorilla Expense works tirelessly to provide its customers with seamless and efficient features that will help mitigate errors and increase productivity.
To learn more about the features offered by Gorilla Expense, click here.
Gorilla Expense is thrilled to announce the launch of its new Smart Corporate Card solution.
The smart card is based on PEX’s Card platform solution and is made to function well with ERP systems by integrating effortlessly into the current workflows to meet operational requirements. It is customizable and allows users to set periodic budget restrictions.
The system may also be used to regulate marketing costs like Google and Facebook Ads as well as IT costs like Amazon, AWS, and Azure. The credit card transaction data can be automatically reconciled with the monthly statements when coupled with Gorilla Expense’s Expense Management Software.
With its selection of practical, simple-to-use solutions that do away with the need for time-consuming paperwork and out-of-pocket charges, Gorilla Expense seeks to revolutionize the expense reporting process.
To know more about the features offered by Gorilla Expense, click here.
Dividing costs among several departments and cost centers is challenging. But not when you have Gorilla Expense’s Split Feature. This feature allows you to split a single expense into multiple expenses for different expense types and departments, cost centers, or projects.
It also enables the user to split either by amount or by percentage as per the requirement of the user. This makes expense management a hassle-free process for the user and the management team.
Check out ‘How to use Split Feature on Web Application’ here.
Gorilla Expense aims at fulfilling the needs of its client by introducing seamless, efficient, and accurate features, thereby being committed to its mission of helping its client stay ahead of the curve.
Are out-of-hand expenses driving you crazy? Well, not anymore! Introducing the Receipt Policy Feature. With this feature in your system, ensure that your employees are following all applicable laws and regulations, therefore enforcing compliance.
The Receipt Policy Feature by Gorilla Expense ensures that employees either attach receipts or justify the missing receipts when the amount limit exceeds.
As a result, bogus claims are prevented and rules and regulations are ensured.
All of this is fruitful only when an effective receipt policy is created. Learn how to create an effective receipt policy.
Over the years, Gorilla Expense has been working tirelessly on creating seamless and efficient features that let you manage expenses like a pro. To know more about such features, click here.
Are spending limits and policy compliance being followed throughout your organization? If not, then get ready to break free from the shackles of complex expense policy and take control of expense compliance with Gorilla Expense’s Expense Policy capabilities. This feature allows you to:
Set Spending Limits For Different Categories
With our Expense Policy feature, you can easily define spending limits for different expense categories, ensuring compliance across the board.
Explain Flagged Violations
If a user exceeds the predetermined limits, our system flags it as a violation. The user provides an explanation, promoting transparency and accountability.
Get Instant Alert
Approvers are instantly alerted to violations, allowing them to review explanations and make informed decisions on expense approvals.
Customize Limits, Getting Ultimate Control
Gorilla Expense gives you ultimate control with customizable limits. Set amount limits for each expense and require additional approval for larger expense reports.
Set Budget Limits
Take it a step further with budget limits at expense type and project levels. Ensure spending aligns with your organization’s goals and budgets.
Switch to Gorilla Expense and experience a seamless integration of expense policies that help organizations combat fraud and errors by enforcing compliance. Join the League of Businesses empowered by Gorilla Expense and reconstruct your expense reporting and expense management systems.
Grand Isle Shipyard (GIS) was established in 1948, LA as a modest company designed to serve the commercial fishing industry. It quickly evolved into the emerging Oil and Gas Industry on entering the Gulf of Mexico. Their mission is to provide quality products and services to customers in a safe and environmentally sound manner at fair and competitive prices. Today the company has advanced and diversified to become one of the industry’s most capable and trusted energy partners.
It serves the oil and gas industry both nationally and internationally. GIS has the capacity to offer solutions in the upstream, midstream, and downstream markets, as well as the resources to span the whole life cycle of their customers’ projects. From the planning stages of large projects through construction, commissioning, and finally decommissioning, they coordinate their services with operations.
THE PROBLEM: Weekly Manual Time-Entry and Verification of Employees
Oil and natural gas are significant players in the energy sector and have an impact on the global economy. The oil and gas industry is capital intensive and dependent on cutting edge technology. GIS used a powerful ERP system – Microsoft Dynamics GP for project accounting and despite this, the company’s accounting team had to manually enter the timesheets of the employees.
Manual time tracking led to delay in approvals and added burden not only on the accounting team but also the employees. This said, the company needed a powerful, seamless and easier approach to time tracking to improve visibility and process hourly work. This change from manual tracking to automotive tracking will have a multiplicity of positive impacts on the accounting team and the employees. Starting from quick approvals to easy time management.
THE SOLUTION: Flawless Integration of the Microsoft Dynamics GP Project Accounting Module
Grand Isle Shipyard used Microsoft Dynamics GP for project accounting. They were looking for a scalable automation solution that could map to certain fields in Microsoft Dynamics GP’s Project Accounting Module without a hitch. With its intuitive and easy-to-use integration, Gorilla Expense became the answer to GIS’s problem.
Gorilla Expense customised the automation process for timesheets to meet GIS’s needs. This flawless integration of the Microsoft Dynamics GP Project Accounting Module convinced the GISY team to switch to Gorilla Expense’s Timesheet Solution. The transition to an automated and user-friendly solution for accounting teams and employees took less than two months.
This solution allowed employees to automatically log hours within their systems and customise their timesheets to make the approval process faster and frictionless. Within two months of rolling out the solution, GIS has 530 active users to date. The automated timesheets gave GIS greater visibility and streamlined approval process. This in turn resulted in a decline in expenditure and rise in task value. Employees focused on high-value tasks.
Find the downloadable version of this case study here
To know more about our expense management solution, visit our website.
As a national non-profit organization, the U.S. Travel Association has been the voice of the U.S. travel industry for over 75 years. The Association serves over 1,100 leading travel organizations by identifying significant opportunities and challenges for the sector, lobbying for favorable policies related to travel, offering education initiatives, and providing industry-specific data and analysis for its members. However, to offer such vital benefits, the U.S. Travel Association operates on membership subscriptions, which means reviewing subscriptions, sending invoices, and following up on unpaid dues for the finance team. To further streamline its finance operations and increase remote capabilities during the 2020 pandemic, the U.S. Travel Association decided to migrate from the Microsoft Great Plains ERP to Microsoft Dynamics 365 Business Central.
THE PROBLEM: Migration from Microsoft Great Plains to Business Central
Migrating from one ERP system to another is never a quick or straightforward procedure, and it can take up to six months for organizations to complete the process. For an organization looking to increase its remote capabilities, the migration needed to take place as quickly as possible. When the pandemic hit in 2020, the finance team decided it was the best time to upgrade their current ERP. By switching to Business Central, they would shift their hosting to the cloud, expand their reporting capabilities, and reduce overall costs. While the association has a fairly simple reporting structure, they wanted to be completely confident of a smooth transition to their new ERP.
The SOLUTION: Seamless Migration with a Proven Solution
To ensure a timely and smooth migration, the U.S. Travel Association partnered with Gorilla Expense to migrate its expense reporting automation solution from Great Plains to Business Central. Together with the Gorilla Expense team, the association mapped out their goals and timeline, set up a sandbox, and began testing. The migration process from Great Plains to Business Central took four-to-six months to complete, including customization for tracking membership dues, new members, miscellaneous fees, sponsorships, advertising, and other related expenses.
Due to its plug-and-play configuration, Gorilla Expense took only a week to complete its role in the migration.
The U.S. Travel Association team also relied on Gorilla Expense for additional support when needed. Not only was the migration accomplished in a timely manner, but the U.S. Travel Association group was able to adapt to the new platform quickly. Additionally, the migration has enabled the U.S. Travel Association to establish the groundwork for more advanced automated and detailed reporting. This, in turn, has facilitated role expansion across the organization, resulting in 100% visibility and faster turnaround times for payments and expense reports.
Find the downloadable version of this case study here.
To know more about our expense management solution, visit our website.
Centrisys, now Centrisys/CNP, has emerged at the forefront of wastewater separation technology, becoming an industry leader as it evolved into designing, engineering, and building decanter equipment for sludge dewatering and thickening throughout the U.S. and all over the world. It has provided centrifuge equipment repair and maintenance since 1987.
Centrisys leverages its technical experience and industry know-how in creating innovative solutions to tackle the toughest challenges in the industry. In 2014, it launched CNP-Technology Water and Biosolids Corporation to design and supply systems for nutrient recovery and sludge optimization. Together, Centrisys/CNP systematically expands its service offerings to include a range of innovative resource recovery and process intensification technologies.
THE PROBLEM: Overcoming the Challenges of Spreadsheet-Based Expense Management
Centrisys aimed to improve their finance department by implementing an expense management solution that would streamline their process and replace their outdated manual system.
Their current system based on a manual, paper-based process was time-consuming, error-prone, and lacked visibility, which led to challenges in the accounting process. With a new solution, Centrisys wanted to consolidate data, provide customized reporting capabilities, and improve end-to-end process efficiencies. This would align with their efforts to diversify their offerings and expand their national and global reach. Ultimately, the new expense management solution would enable Centrisys to better manage their expenses and drive growth.
THE SOLUTION: Transforming Centrisys’ Expense Management System with Gorilla Expense
Centrisys chose Gorilla Expense to transform its expense management system to meet the organization’s ever-growing needs. Although Centrisys considered other options, Gorilla Expense’s integration with NAV was one of the main reasons that sealed the deal.
In addition, the app itself is intuitive and involves a flat learning curve. Integration with NAV has been seamless, which has made life easier for both 150+ employees and the finance department. Credit card reconciliation with Gorilla Expense has also been hassle-free. Managers can now see where claims are in terms of approvals, thanks to the electronic and centralized audit trail, and users have more control over the information they want to see or monitor. As a result, expense reporting and claims are now much easier, with less risk of human error.
“The integration with NAV has been excellent and seamless. The users are overall very happy with both web and mobile apps.” – James Andresen, CIO Centrisys/CNP
Since partnering with Gorilla Expense in 2016, Centrisys has seen an improvement in its expense reporting processes. Gorilla Expense’s transformed and updated expense management solution has enabled Centrisys to increase productivity and reduce time and operational costs.
Prior to Gorilla Expense, the process was tedious and inefficient, with limited reporting capabilities. The partnership has enabled Centrisys’ employees to concentrate on their core competencies, which has helped the company grow. Even after 7+ years, Gorilla Expense has been able to keep up with the company’s ever-expanding operational footprint, allowing it to perform its job efficiently.
Find the downloadable version of this case study here.
To know more about our expense management solution, visit our website.
